Industrial Securities initiates coverage on Xpeng with ‘Buy’ rating and HK$38.84 price target
Industrial Securities believes that Xpeng's short-term model changeover and sales pressure will not affect the company's long-term value.
CITIC Securities expects China to sell 9 million NEVs next year, sees limited impact of subsidy withdrawal
For most of the best-selling electric vehicle models, the amount of subsidies as a percentage of the selling price is only 4-11 percent this…
Deutsche Bank on China NEV sales: Secular shift intact despite weak consumer sentiment
Edison Yu's team expects China NEV sales momentum to pick up in November and December, when a host of new models should drive sales to new…
Nio to report Q3 earnings on Nov 10, what to watch?
"Our gross margin is meaningfully higher as we believe Nio will recognize the majority of its regulatory credit sales in 3Q, similar to last…
China EV deliveries: Messy October, will there be rebound next?
Deutsche Bank analyst Edison Yu's team expects several new product cycles to drive sales up in November and December, and sales should also…
Deutsche Bank says Nio’s leasing option in Europe sensible
Some buyers would naturally be concerned about the residual value of a new brand, and a monthly subscription option allows customers to try…
Deutsche Bank on Li Auto product plans: Premium SUV wars coming in China
SUV competition in China's premium segment will intensify dramatically next year, with Nio, Xpeng and Li Auto all aggressively going after…
Xpeng G9’s configuration confusion overshadows product appeal, says Deutsche Bank
What is overlooked is that 3C and 800V SiC are actually standard across all models and a significant upgrade from previous generations, Edison…
Nio stands at inflection point of scale effect, says CITIC Securities
The launch of Nio's new products based on the NT 2.0 platform, especially the ET5, is a turning point that is expected to allow it to start…
Xpeng shares could see temporary rally with G9’s launch, says Deutsche Bank
If Xpeng management comes up with an attractive pricing strategy for the G9 and offers a higher number of pre-orders, its shares should react…